Institutional Consulting Services
Objective and transparent investment solutions tailored to the specific portfolio goals and long-term mission of each institutional client.
A Dedication to Service
Beacon Pointe consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele. As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients.
Arts and Cultural Organizations
Corporations and Associations
Beacon Pointe’s Institutional Consulting Services Group emphasizes the importance of process in order to understand each unique client, design a customized strategy, and oversee the investment portfolio. Beacon Pointe partners with clients either in an advisory (non-discretionary) capacity, an outsourced CIO (discretionary) capacity or through a hybrid approach.
Investment Policy Development and Review
Asset Allocation Modeling
Monte Carlo Analysis
Custodial Search and Selection
Research and Performance
Manager Research and Selection
Performance and Manager Monitoring
Portfolio Attribution Analysis
Fee Negotiation and Expense Review
Transition Analysis and Oversight
Quarterly Meetings with Consultant
Extension of Staff and Back Office Operations
Board Engagement and Strategic Planning
Assistance with Donor Development
Board, Committee, and Staff Education
Clients are served by a team of dedicated investment professionals who employ their industry experience, community involvement and expertise to enhance the overall service experience.
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab & Co., was our guest and featured speaker at Beacon Pointe’s…
A major premise for the tax reform was to simplify the tax laws. Congress has primarily tackled this goal by limiting…
Beacon Pointe Founder and CEO, Shannon Eusey, featured in the 2018 Wall Street Journal Advisers Round Table The 2017 year-end…
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